Unilever
1,003 hedge funds and large institutions have $12.7B invested in Unilever in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 437 increasing their positions, 331 reducing their positions, and 80 closing their positions.
104% more call options, than puts
Call options by funds: $141M | Put options by funds: $69.1M
32% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 331
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
0.14% more ownership
Funds ownership: 7.94% → 8.08% (+0.14%)
3% less funds holding
Funds holding: 1,037 → 1,003 (-34)
7% less capital invested
Capital invested by funds: $13.7B → $12.7B (-$920M)
33% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 80
Top Buyers
| 1 |
D.E. Shaw & Co
New York
|
+$53.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$48.3M |
| 3 |
IPAM
ICICI Prudential Asset Management
Mumbai,
India
|
+$44.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$39.8M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$78.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$40.2M |
| 3 |
ClearBridge Investments
New York
|
-$29.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$23.2M |
| 5 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$19.9M |
UL Hedge Fund Activity: Q3 2021 in Review
1,003 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2021, worth a combined $12.7B — down 6.7% from $13.7B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of UL and 54 opened new positions — a net loss of 26 holders — while 331 trimmed existing stakes and 437 added.
The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $53.3M. The largest seller was Ameriprise, cutting an estimated $78.5M.
- 1,003 institutional investors held Unilever (UL) as of Q3 2021, down from 1,037 in Q2 2021.
- Funds reported $12.7B of Unilever stock for Q3 2021, down 6.7% quarter-over-quarter.
- 54 funds opened new Unilever positions in Q3 2021 and 80 closed out, a net change of -26 holders.
- The largest Unilever buyer in Q3 2021 was D.E. Shaw & Co, an estimated $53.3M added.
- The largest Unilever seller in Q3 2021 was Ameriprise, an estimated $78.5M sold.
Based on aggregated 13F filings for Q3 2021.